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Scheduling a Report Set

Click Schedule Report Set to schedule the report set to run in the future, once or on a recurring basis. You can set options in any of the following tabs. A report in a report set uses the parameters and output as configured on the report instance. The filters and distribution are set by the report set.

  • Schedule Report Set - Schedule the report set to run once or periodically. Each type of recurrence—Once, Daily, Weekly, Monthly, Yearly—displays additional options appropriate for that type of recurrence. Periodic scheduling includes setting start and end dates for the recurrence.
  • Filters - Optionally filter the selection of data included in the report set by organization, machine group, machine ID or view. For some report sets a department filter and service desk filter are available.

    Note: All individual report definitions in the report set use the filtering and distribution settings you select when a report set is run or scheduled.

  • Distribution - Select recipients of the report set. By default the person running or scheduling the report set is selected as an Info Center > Inbox message recipient. Selected users can be sent an Inbox user message or an email. Visibility of users is limited by the scope you are using.
  • General - Change the message used to notify users when the report set is run. Tokens can be included in report set email messages, in both the subject line and the body of the message.
    • <gr> - machine group
    • <id> - machine id
    • <rt> - report name
    • <embd> - In the message body only, you can embed an HTML report at the specified location.

Once a scheduled report set begins publishing the following status icons display in the Schedule tab in the right hand pane.

  • Pending
  • Completed and Approval Required - Click the icon to view the completed report, then approve or reject it.
  • Completed and Rejected - Click the icon to view the completed and rejected report. You can subsequently approve it.
  • Completed and Distributed - Click the icon next to the name of the report set to display a Selected Item History dialog that contains the publishing history for that report. Click the publishing date of the report set you want to see, then click the hyperlinks for any of the reports at the bottom of the dialog.
  • Error - The report set failed to publish.

The Schedule tab in the right hand pane of a scheduled report set provides several columns of information for each time a report set is published.

  • Column Options - This table supports selectable columns, column sorting, column filtering and flexible columns widths.
  • Recurring Schedule Columns - The Recurrence, Last Ran and Next Run columns describe how often a report set is published, when it last ran and when it will run next. The Recurrence Pattern and Ending On columns describe details of a recurring report.
  • Visibility of Scheduled Report Sets - Visibility of rows in the schedule table is limited by the scope you are using. Your selected view definition has no effect. It does not matter whether you were designated a recipient of the report set. Recipients can access the completed report set in their Inbox.

The following action buttons are provided for scheduled report sets.

  • Reschedule - Displays the Schedule tab of the Reschedule Selected Item dialog. Use this tab to reschedule the publishing of a selected report set. These options are the same as when you originally schedule a report set.
  • Recipients - Displays the Distribution tab of the Reschedule Selected Item dialog. Use this tab to change the recipients for a selected report or report set you are rescheduling. These options are the same as when you originally schedule a report set.
  • Delete Schedule - Permanently deletes a selected published report set. This only deletes the record of the report set in Schedule for your VSA logon. It does not delete the report set for any other user.
  • History - Displays a Selected Item History dialog, providing a history of all published instances of the report set you have received. Click the publishing date of the report set you want to see, then click the hyperlink of a report at the bottom of the dialog.
  • Refresh - Refreshes the page.